Relationship Manager | Private Banking

DADACONSULTANTS PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A reputable international bank in Singapore is seeking an experienced Relationship Manager to manage a portfolio of high-net-worth clients. The role involves delivering tailored wealth management solutions, acquiring new clients, and ensuring compliance with regulatory standards. The ideal candidate has 3-5 years of Private Banking experience, excellent relationship-building skills, and relevant CMFAS certifications. Proficiency in Mandarin or other Asian languages is a plus.

Qualifications

• Minimum 3-5 years of experience in Private Banking / Wealth Management.
• Proven record in client acquisition and portfolio management.
• In-depth knowledge of investment, credit, and wealth planning solutions.

Responsibilities

• Manage and grow a portfolio of HNW/UHNW clients.
• Identify and acquire new clients through referrals.
• Partner with internal specialists to deliver financial solutions.
• Conduct portfolio reviews and provide market insights.
• Ensure compliance with all regulatory, KYC, and AML requirements.

Skills

Client acquisition

Portfolio management

Wealth management solutions

Relationship building

Strong communication in English

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

CMFAS certifications (M1, M5, M6, M8, M9, HI)

Job description

Our client is a reputable international bank with a strong Private Banking franchise globally. They are seeking an experienced Relationship Manager (RM) to join their Private Banking division in Singapore.

You will be responsible for managing and expanding a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering tailored wealth management solutions and maintaining long-term, trusted relationships.

Job Responsibilities:

• Manage and grow a portfolio of HNW/UHNW clients, providing holistic wealth management and investment advisory services.
• Identify and acquire new clients through referrals, professional networks, and business development efforts.
• Partner with internal specialists (Investment Advisory, Wealth Planning, Credit) to deliver comprehensive financial solutions across asset classes.
• Conduct portfolio reviews and provide market insights, ensuring clients’ portfolios align with their investment goals and risk appetite.
• Ensure compliance with all regulatory, KYC, and AML requirements while maintaining high ethical standards.
• Maintain strong internal collaboration with product teams to enhance client experience and portfolio performance.

Job Requirements:

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Minimum 3-5 years of experience in Private Banking / Wealth Management, with a proven record in client acquisition and portfolio management.
• In-depth knowledge of investment, credit, and wealth planning solutions.
• Excellent relationship-building and interpersonal skills.
• Strong communication skills in English; proficiency in Mandarin or other Asian languages is advantageous for regional client coverage.
• Relevant CMFAS certifications (e.g., M1, M5, M6, M8, M9, HI) preferred.

We regret to inform you that only shortlisted candidates will be notified.

www.dadaconsultants.com

Licence Number: 18S9037

EA Registration Number: R23112003